Cerity Partners Retirement Plan Advisors

Cerity Partners Retirement Plan Advisors (CRD# 164198) is a financial advisory firm headquartered in New York, NY. They manage $16,218,185,103 in 601 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
99 Park Avenue, 16th Floor, New York, NY 10016
http://www.linkedin.com/company/cerity-partners
By the Numbers
  • Total Assets Under Management
    16,218
    MILLION
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $26,985,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, KY, NJ, NY, OH, PA, TX, VA

Financial Advisors at Cerity Partners Retirement Plan Advisors
Showing 11 - 12 of 12 top financial advisors.
11
Patrick Fischbach, financial advisor Chicago IL
Patrick J. Fischbach
CRD#: 7100008
65 E. Wacker Place, Suite 1850, Chicago, IL 60601

Patrick Fischbach (CRD# 7100008) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in Chicago, IL and has over 4 years of experience in the finance industry.

12
Jeffrey Knight, financial advisor Chicago IL
Jeffrey D. Knight
CRD#: 7218095
227 W. Monroe Avenue, Chicago, IL 60606

Jeffrey Knight (CRD# 7218095) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in Chicago, IL and has 1 year of experience in the finance industry.

PREV ... 1 2

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals